BofA Merrill Lynch Adds to Institutional Client Relationship Team

In this newly created role based in New York, Bolz will be responsible for senior level relationship management for a small number of our largest existing institutional retirement clients, according to an internal memo announcing the hire.

When she starts in early August, Bolz will report to Kevin Crain, Head of Institutional Client Relationships.

“Cathy’s extensive experience working with plan sponsors and within HR and benefit organizations brings a depth of knowledge and skills to our team that will help us to drive growth, and highlights our commitment to delivering the highest level of service to clients,” said Crain in the memo.

Bolz joins the firm from Blackrock, where she was most recently Managing Director responsible for leading the company’s employee benefit programs. In her role at Blackrock, she also served as a member of Bank of America Merrill Lynch’s Institutional Retirement Client Advisory Council.

Prior to her role at Blackrock, Bolz spent 10 years in senior HR and benefits roles at Morgan Stanley and later Merrill Lynch. She holds an MBA and Bachelor of Science degree in Accounting from Canisius College.